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Marsh & McLennan
MMC

Overview Fund Activity

673 hedge funds and large institutions have $29.3B invested in Marsh & McLennan in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+40
Holders Change %
+6.32%
% of All Funds
17.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
85
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
$280M
2
Goldman Sachs
Goldman Sachs
New York
$183M
3
Ameriprise
Ameriprise
Minnesota
$314M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$70M
5
BA
BlackRock Advisors
Delaware
$239M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.41B
2
Macquarie Group
Macquarie Group
Australia
$710M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Primecap Management
Primecap Management
California
$822M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
601
Accurate Investment Solutions
Pennsylvania
$71K – – –
NO
602
Ninety One
South Africa
$71K +$9.83K +146 +16%
VCM
603
Versant Capital Management
Arizona
$70K -$333 -5 -0.5%
AC
604
Alexandria Capital
Virginia
$70K +$33.7K +499 +93%
WAP
605
Wealthcare Advisory Partners
Pennsylvania
$68K – – –
CFA
606
Carroll Financial Associates
North Carolina
$67K +$15.8K +236 +31%
VC
607
Vestor Capital
Illinois
$61K – – –
NFG
608
Next Financial Group
Texas
$59K +$56.9K +844 +2,723%
CAW
609
Cornerstone Advisors (Washington)
Washington
$55K +$39.8K +595 +261%
BL
610
Balentine LLC
Georgia
$53K – – –
NCMG
611
NCM Capital Management Group
North Carolina
$52K -$47K -700 -47%
PWM
612
Perigon Wealth Management
California
$52K – – –
MFBTD
613
MB Financial Bank - Trust Department
Illinois
$43K – – –
EFSCE
614
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$2.2K +33 +6%
NCM
615
Nelson Capital Management
California
$34K – – –
TRCT
616
Tower Research Capital (TRC)
New York
$33K -$958K -14,143 -97%
PCP
617
Proficio Capital Partners
Massachusetts
$31K -$534 -8 -2%
BFEC
618
Benjamin F. Edwards & Company
Missouri
$29K +$8.34K +124 +40%
GAM
619
Gemmer Asset Management
California
$27K – – –
JGIA
620
Jackson Grant Investment Advisers
Connecticut
$27K +$135 +2 +0.5%
AWM
621
AllSquare Wealth Management
New York
$23K – – –
ASN
622
Advisory Services Network
Georgia
$23K +$4.07K +61 +21%
DCP
623
DSM Capital Partners
Florida
$22K -$3.08M -44,090 -99%
KF
624
Krilogy Financial
Missouri
$22K – – –
PMFA
625
Plante Moran Financial Advisors
Michigan
$22K +$4.74K +69 +27%
23 24
25
26 27